J. Safra Sarasin Holding’s Everest Group EG Stock Holding History

J. Safra Sarasin Holding’s Portfolio EG Stock Details EG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$994K	Buy	2,857 +164	+6%	+$56.2K	0.01%	392
2026 Q1	$879K	Sell	2,693 -56	-2%	-$18.4K	0.02%	313
2025 Q4	$933K	Sell	2,749 -966	-26%	-$319K	0.02%	319
2025 Q3	$1.3M	Buy	+3,715	New	+$1.25M	0.02%	268
2025 Q2	–	Sell	-4,226	Closed	-$1.54M	–	496
2025 Q1	$1.54M	Sell	4,226 -159	-4%	-$56.2K	0.03%	254
2024 Q4	$1.59M	Buy	4,385 +368	+9%	+$138K	0.03%	251
2024 Q3	$1.57M	Sell	4,017 -124	-3%	-$47.2K	0.03%	258
2024 Q2	$1.58M	Buy	+4,141	New	+$1.57M	0.03%	262

Other funds holding EG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

J. Safra Sarasin Holding's EG Position: Q2 2026 in Review

J. Safra Sarasin Holding increased its Everest Group (EG) stake by 6.1% in Q2 2026, buying an estimated $56.2K and bringing the position to 2,857 shares worth $994K. The position accounts for 0.01% of the portfolio, ranked #392.

J. Safra Sarasin Holding first reported a position in EG in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.59M in Q4 2024. 686 funds tracked by Wall St. Rank hold EG as of Q2 2026.

J. Safra Sarasin Holding held 2,857 shares of Everest Group worth $994K as of Q2 2026.
J. Safra Sarasin Holding bought 164 Everest Group shares in Q2 2026, an estimated $56.2K.
Everest Group made up 0.01% of J. Safra Sarasin Holding's portfolio in Q2 2026, its #392 holding.
J. Safra Sarasin Holding first reported a position in Everest Group in Q2 2024 and has held it in 8 quarters since.
J. Safra Sarasin Holding's Everest Group position peaked at $1.59M in Q4 2024.
686 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on J. Safra Sarasin Holding's 13F filing for Q2 2026, filed 31 Jul 2026.